David joined Raymond James Investment Counsel in July 2019 with a focus on building the portfolio management affiliation channel within Raymond James and was appointed as president of Raymond James Investment Counsel in July 2021.
Before joining Raymond James, David was COO at a multifamily office. Earlier, he spent seven years as COO at National Bank Correspondent Network. David has over 30 years of experience in finance, investment operations, consulting and risk and regulation at a senior executive level.
He has acted as CFO for both CIRO member and PM firms in addition to holding senior business development responsibilities. He has presented extensively at industry conferences and events and is actively involved in investment industry advisory boards, working groups and committees.
David is a CFA® charterholder, Chartered Professional Accountant (CPA) and holds an MBA in finance from the Shulich School of Business at York University.